roll-up summary fields calculate values from a set of related records, such as those in a related list

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2answers
22 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
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0answers
7 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
1
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1answer
13 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...
5
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0answers
36 views

Rollup Summary Fields with multi currency are not working on Salesforce1

I have a Master-Detail relationship between two custom objects. A rollup summary field sums up a currency field on all detail objects with an specific record type. The Rollup summary field is ...
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0answers
31 views

Rollup summary field: Describe precision

I have a rollup summary field field1 that calculate a SUM of a number field childfield (in a detail object and having 1 as length) Is that normal that when i describe field1 i get the value 1 in ...
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0answers
49 views

Getting count of no. of related list records in a Master object without duplicates

I have two objects. Pipeline (Master) and Resource (Detail). I have to take the count of records in the related List of Pipeline object without any duplicate records. That means if there are 2 ...
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4answers
76 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
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3answers
49 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
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1answer
32 views

Roll up summary with Contact specific

I have a custom object Test__c with a formula field "Marks__c" and master detail relationship on Contact. I need to create a field on Contact which should give me sum of 'Marks__c field but should be ...
2
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1answer
30 views

Slow delete operation via integration

Integration Process taking much longer than normal. We have an integration process which deletes a few hundred thousand records in salesforce per day. Since last few days the process has got too much ...
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1answer
43 views

Opportunity Amount field rollup lifecycle

I recently experienced odd behavior where a trigger depending on the the Opportunity.amount field was not picking up the correct values from the amount field even though the context was after update. ...
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votes
2answers
97 views

Can you force a recalc of fields via Apex?

Is there a way via code to do what this button does?
1
vote
1answer
61 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
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1answer
48 views

How to create a summary field on Opportunity to sum records on custom child object

Invoice line items are pushed against opportunities and I am trying to sum the total. I have tried a rollup summary field, which will not work due to relationship Has anyone done anything similar ...
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1answer
65 views

How do we calculate the average value of a field in a lookup relationship?

We have a lookup relationship between a meter (parent) and an index (child). We would like to calculate the average of all indexes, and then validate if the entered value of the index is not greater ...
2
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0answers
66 views

Negative COUNT Roll-up Summary Field

I have a declarative COUNT roll-up summary field that is returning Negative values after upsert operations. The roll-up summary COUNTS all fields where Checkbox = TRUE The roll-up summary's child ...
2
votes
1answer
72 views

Summarizing a joined report by an uncommon field

I am working on a joined report in which I want to summarize by a field that is available to one report block only. I have two blocks, i.e. two reports that I join. Help appreciated.
4
votes
1answer
717 views

Rollup summary of currency field using Apex Trigger

I have written an Apex Trigger to perform the rollup summary(sum ) operation..In the image "Total order Item value" field will be populated using trigger. And "Total Order Items" populates the value ...
2
votes
1answer
182 views

rollup fields on the object workaround

I know there is a limitation on how many rollup fields you can have on each object. And with the help of salesforce it is possible to increase the limitation. We have gone through the security ...
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0answers
160 views

Parent record trigger creating a child record and causes recursion

Let me explain the situation. We want to be able to create child records based on workflows attached to a parent object. This works fine, I have a before update trigger that creates the child record ...
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2answers
28 views

How to divide Oppo RSF field on Oppo Products into equal amounts based on # of Oppo Products

In opportunity line item/product we have custom field called break up fee ...which will filled if the opportunity is closed lost. In oppy we have a roll up field will calculate the sum of all break ...
4
votes
2answers
348 views

Date filter in child record while creating roll up summary field

Is there any way that we can put the date filter on child record (like created in last one year) while creating roll-up summary field? I want to count only those child records which are created within ...
2
votes
2answers
2k views

How to write a rollup summary trigger for a lookup relationship

Is there anyway to update a rollup summary field with lookup relation ship for a custom object. How can we achieve this using triggers ?
1
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1answer
150 views

How to avoid Parent Validation Rule Triggered by Child Record CRUD - RSF

I've got a validation rule on few fields on Account. I already escaped few roll-up summary fields by using not(ischanged(field__c)), but team just noticed that attaching record will trigger the ...
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1answer
81 views

Need a trigger that will return(rolls up) minimum value from child records to Parent Record

I have two standard objects Quote QuoteLineItem Each Quote may have one/more QuoteLineItems or maynot have any QuoteLineItems. Quote and QuoteLineItem are related with Master Detail Relationship. ...
6
votes
1answer
218 views

Roll up Count of booleans

Is it possible to use a roll up or formula field to count the number of "true" or "false" values on a boolean field of a detail record? Example: Account <-Master-----Detail-> My_Object__c ...
3
votes
2answers
75 views

Deployment Error “The summarized field in not deterministic”

Question Has anyone gotten the following error when deploying roll-up summary fields and knows how to resolve? objects/My_Object__c.object (My_Object_c.Rollup_c) -- Error: The summarized field ...
5
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1answer
439 views

order of execution issue?

I have the following logic implemented: approval process with a field update that set's a datetime on object X to now() trigger listening to a change of this datetime field on after update. That ...
2
votes
3answers
598 views

Rollup Summary Trigger when I change the parent record

Hi this is my trigger for Rollup summary. No problem it is working how i wanted it to be but the problem is when i change the parent name it is not updating the field value in new parent record Kindly ...
2
votes
1answer
278 views

Roll-up summary on Lookup Relationship when multi-currency is enabled

I have one serious problem which i'm finding it difficult to resolve please help out..!!! I have Lookup relationship between Account and Opportunity(Custom Object) and i have enabled multi-currency ...
0
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1answer
172 views

How to rollup opportunity count up to top level account?

Use Case I Wanted to roll up opportunity count to the top level account. for e.g account a=2 opps child of account b=4(+2 own opps) child of account c=6(+2 own opps). For this i have created a roll ...
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3answers
2k views

Unable to reference a formula field in roll up summary

I have a formula field Broker_value__c on opportunity product which is a currency field. I need a sum of this field for opportunities closed today in my opportunities. I also created a formula field ...
5
votes
1answer
77 views

Looking for declarative approach to updating a field on a child record basd on a value from the parent record

I am racking my brain on the best way to solve for this seemingly easy issue. First let me set the stage a bit: I have custom objects called 'Demand' and 'Release'. Each demand is associated to a ...
1
vote
2answers
710 views

Roll up summary trigger for formula field

I have two object which are in lookup relationship Opportunity_c(Parent) and Recipt_c(child). And i have Due_Amount__c(formula) field in child object i.e Due_Amount__c = Payment_Schedule_c - ...
1
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1answer
62 views

How to do a count of attached opportunites

As above, we have a custom style of Organisation (Adviser) that can be can be linked to opportunities via a lookup function on the opportunity itself. Currently in the adviser org we have a manual ...
1
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0answers
147 views

How to display aggregated value from a custom object into summary roll up field

I have created a Junction-Object between Opportunity and a Custom Object we use. On each of the custom objects, there is a drop-down field of fulfillment. On Opportunity, I need to know, how many ...
1
vote
2answers
364 views

Account Roll up of contacts meeting certian criteria

I need to know at the account level how many contacts under this account match certain criteria. In this case, its whether or not a custom checkbox field is checked. So for instance, if under Acme ...
0
votes
1answer
142 views

How to count total occurence of checked field?

I have a checkbox field called Has_Key__c that checks whether an employee has a key to the building or not. I want to make a sum of all checked Has_Key__c and compare it with a total number of ...
1
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2answers
361 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
1
vote
1answer
299 views

Counting distinct Accounts in a parent/child relationship

I'm trying to do a Coverage report which will filter through to a dashboard, where I look to see how many accounts for a user have had a record linked to them in a custom object. I want to have a %age ...
2
votes
2answers
829 views

When does the Roll Up fields are calculated?

Well while doing some research found that Rollup fields are not updated in after trigger(am querying the field again using an SOQL from the trigger). This seems to be unexpected as per my knowledge ...
2
votes
2answers
95 views

Custom field showing a field from the first of multiple custom object entries

I have a custom object that we use for test scores for our students(contacts). A student can take the same test multiple times. My goal is to create a custom field in the contacts object that shows ...
2
votes
1answer
676 views

Can Detail Objects trigger Master Object Workflows?

I want changes to detail objects to trigger a workflow on the master object. The master object has a rollup summary field which COUNTs how many detail objects have a certain field set. When I change ...
1
vote
1answer
541 views

Rollup summary field always “currently being calculated” in spring '13 orgs

We are having an issue in an sandbox updated to Spring '13. After saving a record that has rollup summary fields, several summary fields (4 out of 6) will have an hourglass icon next to them with a ...
1
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2answers
1k views

Case Roll-up Field [Count]

I am trying to set up a trigger that updates a field that keeps the count of the related cases. But since it is my 1st trigger I am having a hard time to get it work. I googled some examples and tried ...
5
votes
2answers
475 views

Are rollup fields accessible in test methods?

When I create an object and some associated child objects in a test method, the rollup fields on the parent are always null. Is there some common approach to handling this? I think the same issue is ...
9
votes
1answer
3k views

Do changes to rollup summary fields cause triggers to fire?

If a parent record has a roll up summary field, let's say to calculate the number of line items on an opportunity, if a new line item is added (and hence the value of the rollup field is changed), ...
0
votes
1answer
73 views

How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?

My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
4
votes
2answers
1k views

Date-dependent filtering of roll-up summary fields

On our Accounts, we have a related list to test scores (custom object) that "expire" after five years. I am trying to use a roll-up summary to display the best test score within the past 5 years. ...